Global perspective delivered personally

Wight Auer Group

Auer & Associates is a New York-based team, with a national presence, backed by the global resources of UBS. We are committed to each generation of your family, providing comprehensive wealth management and personalized investment guidance.

We’ll work closely with you to meet the challenges you face at each stage of life. With a compassionate and consultative process, our commitment forms the foundation of our values.

We have a simple and elegant process that keeps your needs as our priority. We pride ourselves on matching your goals and objectives with a highly personalized financial plan and investment strategy.

- Hans Auer

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Hans Auer Profile Photo

    Hans Auer

    Senior Vice President–Wealth Management

    Chartered Retirement Plans Specialist℠

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    A graduate of St. Bonaventure University in 1993, Hans earned a B.S. in business administration. After working as a Financial Advisor at Merrill Lynch, Hans joined UBS in January 2009 and has over 18 years of experience in the wealth management industry. At UBS, Hans' focus is to provide customized solutions to successful clients and their families in today's often complex financial environment. Hans holds his Chartered Retirement Plan Specialist designation and together with his team is member of UBS' specialized Retirement Plan Consultants Program.

    Active in community affairs, Hans enjoys giving back as a board member for the Chautauqua County Industrial Development Agency, as trustee at St. Mary of Lourdes Parish, past President of Moon Brook Country Club and as the former United Way of Southern Chautauqua County campaign chairman.

    Hans lives in his hometown of Bemus Point, New York with his wife and two children. 

      • St. Bonaventure University, B.S. in Business Administration
      • Chartered Retirement Plans Specialist℠
      • Certified Exit Planning Advisor
      201 West 3rd Street
      Jamestown, NY 14701
    • Kristie Jo Peppy Profile Photo

      Kristie Jo Peppy

      Senior Wealth Strategy Associate

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      • FL
      • MA
      • NJ
      • NY
      • OH
      • PA

      Kristie Peppy is a Senior Wealth Analyst at , UBS Financial Services, Inc.. Kristie is a Pittsburgh native and a graduate of Allegheny College in Meadville, PA receiving a Bachelor of Arts degree in Economics. She brings a depth of experience to her clients having worked in both the financial operations and retail environments. She is committed to building strong personal relationships by delivering financial clarity and confidence.

      Kristie currently lives in Bemus Point, New York with her husband Dr. Anthony Peppy and their two children, Michael and Christina. An avid running family, she is an active member of the Bemus Point Track Club and Maple Grove Cross Country Team. Kristie has held board positions on a national and local level supporting the Alliance of American Dental Society, UPMC Chautauqua Hospital Auxiliary, The Creche Inc., and Jamestown Public School System PTAs. She is also involved with WIN (Women In Networking) Chautauqua.

        • Allegheny College in Meadville, PA, Bachelor of Arts degree in Economics
          201 West 3rd Street
          Jamestown, NY 14701
        • Tonie Wirsen Profile Photo

          Tonie Wirsen

          Client Associate Senior

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          • FL
          • MA
          • NY
          • OH
          • PA

          Tonie joined UBS in 2009 and serves as a Senior Registered Client Service Associate, working closely with our most valued clients to help simplify their financial lives.  Tonie has been in the industry working with her team for over 25 years.  She holds her series 7 and 66 licenses and is registered in multiple states.


          Tonie lives in Bemus Point, New York with her two children, Emma and Ethan.  She is the Founder and President of the All for Amy Golf Tournament which started in 2005 and provides scholarships to young people in our community.  She enjoys golfing, Yoga, traveling and spending time with her family and friends.

              • Senior Registered Client Associate
              201 West 3rd Street
              Jamestown, NY 14701
            • Alex Grace

              Alex Grace

              Client Associate

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              • NY

              Alex Grace joined the team as a Client Service Associate at UBS Financial Services, Inc. in July of 2022.   Prior to joining the team in July he worked for Northwest Bank where he held management responsibilities and gained valuable experience as a credit risk analyst.  Alex is fully FINRA & SEC licensed and takes pride in his attention to detail and provides an exceptional level of customer service,  allowing clients to meet their needs.


              Alex currently resides in Buffalo, NY with his wife Katie, but will soon be moving back to his hometown of Bemus Point, New York.

                    201 West 3rd Street
                    Jamestown, NY 14701

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Our consultative process

                  A step-by-step process to help simplify your financial life. Our in-depth process results in an integrated wealth plan that serves as a road map for meeting your personal and professional goals.

                  • Discovery
                    We learn about you through a full discussion of your goals, your values and your current financial concerns.
                  • Planning
                    We present a comprehensive plan with our evaluation and recommendations.
                  • Commitment
                    We review the details of our recommended investment approach and confirm our commitment to our working relationship.
                  • Follow-up
                    We help simplify your life by familiarizing you with the reports, tools and full complement of services available from our team.
                  • Progress
                    We offer ongoing reviews with our team and our network of specialists to track, monitor and optimize your plan.


                  Relationship management

                  Investment management

                  Advanced planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.9 trillion

                  In invested assets globally 
                  As of 12/31/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager